Self-managed superannuation funds sit at the intersection of two disciplines that do not always talk to each other: rigorous compliance, and considered investment strategy. Our superannuation specialists work alongside our business advisory and taxation teams — and, where useful, independent financial planners and wealth managers — so a fund’s administration and its strategy are never handled in isolation from one another.
Our services
- Establishment of self-managed superannuation funds
- Administration of self-managed superannuation funds
- Assistance with trustee company acquisition
- Variation of an existing self-managed superannuation fund trust deed
- Preparation of financial statements, income tax returns and regulatory returns
- Preparation of Business and Instalment Activity Statements
- Retirement planning
- Pension establishment and administration
Other Green & Sternfeld services
- Accounting
- Business Advisory
- Business Migration Support
- Corporate Advisory
- Corporate Affairs
- Family Office
- Tax Consulting and Compliance
- Tax Grants and Business Incentives
Let’s connect
If you would like to discuss your self-managed superannuation fund, we would be glad to talk.